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Rossby Financial’s FT Vest SMID Rising Dividend Achievers Target Income ETF SDVD Stock Holding History

Rossby Financial’s Portfolio SDVD Stock Details SDVD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-283
Closed -$6.19K – 2319
2026
Q1 		$6.19K Buy
+283
New +$6.36K ﹤0.01% 1434

Other funds holding SDVD

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LIA
Luken Investment Analytics Brentwood, Tennessee $286M AUM 17.34% 1-Year Est. Return

Rossby Financial's SDVD Position: Q2 2026 in Review

Rossby Financial sold out of FT Vest SMID Rising Dividend Achievers Target Income ETF (SDVD) in Q2 2026, closing a stake of 283 shares — an estimated $6.19K sold.

Rossby Financial first reported a position in SDVD in Q1 2026 and held it in 1 quarter. The position peaked at $6.19K in Q1 2026. 107 funds tracked by Wall St. Rank hold SDVD as of Q2 2026.

  • Rossby Financial reported no remaining FT Vest SMID Rising Dividend Achievers Target Income ETF position as of Q2 2026 after selling out during the quarter.
  • Rossby Financial sold 283 FT Vest SMID Rising Dividend Achievers Target Income ETF shares in Q2 2026, an estimated $6.19K.
  • Rossby Financial first reported a position in FT Vest SMID Rising Dividend Achievers Target Income ETF in Q1 2026 and held it in 1 quarter.
  • Rossby Financial's FT Vest SMID Rising Dividend Achievers Target Income ETF position peaked at $6.19K in Q1 2026.
  • 107 funds tracked by Wall St. Rank held FT Vest SMID Rising Dividend Achievers Target Income ETF as of Q2 2026.

Based on Rossby Financial's 13F filing for Q2 2026, filed 4 Aug 2026.